Services
At Clarity we pride ourselves on creating custom solutions to help you get your mind where it belongs, on your business. Here are a small handful of our offerings; contact us for your custom solution
Client Care Suite
Client Care Suite — a full-service team that onboards, reconnects, updates, and tracks your clients so you can focus on the numbers.
Less admin, more growth
Automate routine client touches and free your team for higher-value work.
Fewer dropped balls
Reconnect lapsed clients and keep profiles current with consistent follow-ups.
Clear visibility
See engagement and retention trends at a glance to spot new opportunities.
Your built-in client service team
Five specialist roles working together to support every stage of your client relationships.
CareStart
Streamlines onboarding so new clients feel welcomed and organized from day one.
CareReconnect
Proactively revives dormant accounts and re-engages past clients.
CareUpdate
Keeps client information accurate and up-to-date, reducing errors and saving time.
CareInsight
Tracks client activity and retention trends, giving clear visibility into growth opportunities.
CareQuote
Delivers fast, accurate, and on-brand estimates for your services — complete with follow-up messages that keep clients engaged until they say yes.
CareInvoice
Converts paper or scanned invoices into clean, organized data — automatically entered into your CRM or shop system with no manual work. Saves Hours
Onboard, reconnect, update, track, and quote — so you can focus on what matters most.
How it fits your workflow
Plug into your current tools and processes—no rip-and-replace required.
Quick setup
We mirror your tone, templates, and client cadence so it feels like your in-house team.
Run & refine
Start with CareStart + CareUpdate, then add Reconnect and Insight as you grow.
Report & grow
Monthly snapshots highlight reactivations, data hygiene, and retention trends.
Ready to see Client Care Suite in action?
We’ll walk through your current client journey and show where CareStart, CareReconnect, CareUpdate, and CareInsight fit best.
